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TRINITY STRATEGIC WEALTH
Legal name: TULSA WEALTH ADVISORS, INC.
CRD 337956File 801-134209
APPROVED
Retail clients
Custody
Filing as of Jul 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.54B
Above cohort median (national)
Discretionary AUM
$1.35B
Non-discretionary $190.5M
Clients
1,761
5,431 accounts
Employees
27
Top 10% of cohort in OK
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 27, 2025
- Principal office
- 1375 E. 71ST STREET, TULSA, OK, 74136
- Phone
- 918-492-2150
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.54B
- Discretionary AUM
- $1.35B
- Non-discretionary AUM
- $190.5M
- Discretionary accounts
- 3,569
- Non-discretionary accounts
- 1,862
- Total accounts
- 5,431
- AUM per client
- $872K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 23 | $65.0M |
| Insurance companies | Fewer than 5 | $7.8M |
| High net worth individuals | 175 | $683.9M |
| Banking or thrift institutions | Fewer than 5 | $924K |
| Pension and profit sharing plans | Fewer than 5 | $128K |
| Individuals (other than high net worth individuals) | 1,560 | $777.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,763 | 1,761 | decreased by2 |
| Apr 1, 2026 | Clients | 1,746 | 1,763 | increased by17 |
| Apr 1, 2026 | AUM | $1,515,839,900 | $1,536,077,168 | increased by$20,237,268 |
| Apr 1, 2026 | Accounts | 4,794 | 5,431 | increased by637 |
| Jan 1, 2026 | Registration | APPROVED-120 | APPROVED | |
| Jan 1, 2026 | Custody | No | Yes | |
| Jan 1, 2026 | AUM | $0 | $1,515,839,900 | increased by$1,515,839,900 |
| Jan 1, 2026 | Accounts | 0 | 4,794 | increased by4,794 |
| Dec 1, 2025 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRINITY STRATEGIC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRINITY STRATEGIC” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.